TaxNaama: assistance from tax notice to draft response.
Document intelligence and retrieval with human review.
The challenge
A tax notice combines document content, legal references and specific information requests. Users need a structured way to understand what is being asked and prepare a response without losing control of the final submission.
The application connects document extraction and interpretation with knowledge retrieval and response preparation. Agentic workflows coordinate the steps within an end-user web application. Human review remains part of the process before a draft is used or sent.
Contribution and outputs
TMC/DeepMarks developed the agentic workflow and end-user web application.
- Tax-notice document extraction
- Interpretation and knowledge retrieval
- Response-drafting workflow
- An end-user web application with human review
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